0001787663-24-000003.txt : 20240430 0001787663-24-000003.hdr.sgml : 20240430 20240430092810 ACCESSION NUMBER: 0001787663-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240430 DATE AS OF CHANGE: 20240430 EFFECTIVENESS DATE: 20240430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RIVERSEDGE ADVISORS, LLC CENTRAL INDEX KEY: 0001787663 ORGANIZATION NAME: IRS NUMBER: 831516530 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19585 FILM NUMBER: 24894307 BUSINESS ADDRESS: STREET 1: 600 N KING STREET, STE. 200 CITY: WILMINGTON STATE: DE ZIP: 19801 BUSINESS PHONE: 302-560-3350 MAIL ADDRESS: STREET 1: 600 N KING STREET, STE. 200 CITY: WILMINGTON STATE: DE ZIP: 19801 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001787663 XXXXXXXX 03-31-2024 03-31-2024 false RIVERSEDGE ADVISORS, LLC

600 N King Street, Ste. 200 Wilmington DE 19801

13F HOLDINGS REPORT 028-19585 000298390 801-113978 N Jarrett F. Morris 302-573-6864 /s/ Jarret F. Morris Wilmington DE 04-30-2024 0 88 405700404 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 391859 3448 SH SOLE 0 0 3448 ABBVIE INC COM 00287Y109 633486 3479 SH SOLE 0 0 3479 ADOBE INC COM 00724F101 288127 571 SH SOLE 0 0 571 ALPHABET INC CAP STK CL A 02079K305 1198837 7943 SH SOLE 0 0 7943 ALPHABET INC CAP STK CL C 02079K107 738156 4848 SH SOLE 0 0 4848 AMAZON COM INC COM 023135106 1065685 5908 SH SOLE 0 0 5908 APPLE INC COM 037833100 15664985 91352 SH SOLE 0 0 91352 ASML HOLDING N V N Y REGISTRY SHS N07059210 309580 319 SH SOLE 0 0 319 AUTOMATIC DATA PROCESSING IN COM 053015103 218824 876 SH SOLE 0 0 876 BANCO BRADESCO S A SP ADR PFD NEW 059460303 30313 10599 SH SOLE 0 0 10599 BANCO SANTANDER S.A. ADR 05964H105 58545 12096 SH SOLE 0 0 12096 BANK AMERICA CORP COM 060505104 369390 9741 SH SOLE 0 0 9741 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 790578 1880 SH SOLE 0 0 1880 BRISTOL-MYERS SQUIBB CO COM 110122108 292206 5388 SH SOLE 0 0 5388 BROADCOM INC COM 11135F101 282724 213 SH SOLE 0 0 213 BUILDERS FIRSTSOURCE INC COM 12008R107 217726 1044 SH SOLE 0 0 1044 CHEVRON CORP NEW COM 166764100 580189 3678 SH SOLE 0 0 3678 COCA COLA CO COM 191216100 274420 4485 SH SOLE 0 0 4485 COSTCO WHSL CORP NEW COM 22160K105 618803 845 SH SOLE 0 0 845 DBX ETF TR XTRACK USD HIGH 233051432 242587 6793 SH SOLE 0 0 6793 DEVON ENERGY CORP NEW COM 25179M103 342675 6829 SH SOLE 0 0 6829 EATON CORP PLC SHS G29183103 264527 846 SH SOLE 0 0 846 GENUINE PARTS CO COM 372460105 261522 1688 SH SOLE 0 0 1688 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 208461 3300 SH SOLE 0 0 3300 HOME DEPOT INC COM 437076102 368739 961 SH SOLE 0 0 961 HURON CONSULTING GROUP INC COM 447462102 215849 2234 SH SOLE 0 0 2234 INTUITIVE SURGICAL INC COM NEW 46120E602 313685 786 SH SOLE 0 0 786 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 17766206 104896 SH SOLE 0 0 104896 ISHARES INC MSCI EMRG CHN 46434G764 14365154 249525 SH SOLE 0 0 249525 ISHARES INC CORE MSCI EMKT 46434G103 203205 3938 SH SOLE 0 0 3938 ISHARES TR CORE S&P500 ETF 464287200 1573602 2993 SH SOLE 0 0 2993 ISHARES TR S&P 500 GRWT ETF 464287309 1273981 15087 SH SOLE 0 0 15087 ISHARES TR MSCI EAFE ETF 464287465 257564 3225 SH SOLE 0 0 3225 ISHARES TR ISHS 1-5YR INVS 464288646 4192765 81762 SH SOLE 0 0 81762 ISHARES TR RUS 2000 GRW ETF 464287648 930856 3437 SH SOLE 0 0 3437 ISHARES TR BROAD USD HIGH 46435U853 5764646 157547 SH SOLE 0 0 157547 ISHARES TR NATIONAL MUN ETF 464288414 2461857 22880 SH SOLE 0 0 22880 ISHARES TR CORE MSCI EAFE 46432F842 54856795 739111 SH SOLE 0 0 739111 ISHARES TR RUS 1000 GRW ETF 464287614 289964 860 SH SOLE 0 0 860 ISHARES TR SHRT NAT MUN ETF 464288158 401627 3835 SH SOLE 0 0 3835 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 3549720 69959 SH SOLE 0 0 69959 JOHNSON & JOHNSON COM 478160104 707245 4471 SH SOLE 0 0 4471 JPMORGAN CHASE & CO COM 46625H100 411047 2052 SH SOLE 0 0 2052 LINCOLN ELEC HLDGS INC COM 533900106 472564 1850 SH SOLE 0 0 1850 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 37956 14655 SH SOLE 0 0 14655 MARRIOTT INTL INC NEW CL A 571903202 266761 1057 SH SOLE 0 0 1057 MCDONALDS CORP COM 580135101 563874 2000 SH SOLE 0 0 2000 MERCK & CO INC COM 58933Y105 345321 2617 SH SOLE 0 0 2617 META PLATFORMS INC CL A 30303M102 603576 1243 SH SOLE 0 0 1243 MICROSOFT CORP COM 594918104 2797442 6649 SH SOLE 0 0 6649 MOODYS CORP COM 615369105 760120 1934 SH SOLE 0 0 1934 NOVO-NORDISK A S ADR 670100205 407413 3173 SH SOLE 0 0 3173 NVIDIA CORPORATION COM 67066G104 2129127 2356 SH SOLE 0 0 2356 PACER FDS TR PACER US SMALL 69374H857 10596113 215543 SH SOLE 0 0 215543 QUALCOMM INC COM 747525103 225524 1332 SH SOLE 0 0 1332 SALESFORCE INC COM 79466L302 558388 1854 SH SOLE 0 0 1854 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 22268412 570692 SH SOLE 0 0 570692 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 43075707 694098 SH SOLE 0 0 694098 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 290042 11487 SH SOLE 0 0 11487 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1814414 23880 SH SOLE 0 0 23880 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 16095890 326886 SH SOLE 0 0 326886 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 732814 17398 SH SOLE 0 0 17398 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4367871 120693 SH SOLE 0 0 120693 SPDR S&P 500 ETF TR TR UNIT 78462F103 224527 429 SH SOLE 0 0 429 SPDR SER TR NUVEEN BLOOMBERG 78464A284 3483458 135596 SH SOLE 0 0 135596 SPDR SER TR PRTFLO S&P500 VL 78464A508 26936207 537649 SH SOLE 0 0 537649 SPDR SER TR NUVEEN BLMBRG SH 78468R739 618114 13029 SH SOLE 0 0 13029 SPDR SER TR PRTFLO S&P500 GW 78464A409 27450343 375261 SH SOLE 0 0 375261 SPDR SER TR SSGA US LRG ETF 78468R804 1105944 7101 SH SOLE 0 0 7101 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 335635 2467 SH SOLE 0 0 2467 TEXAS PACIFIC LAND CORPORATI COM 88262P102 205793 356 SH SOLE 0 0 356 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 3182269 60893 SH SOLE 0 0 60893 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 6822078 77155 SH SOLE 0 0 77155 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2303967 12007 SH SOLE 0 0 12007 VANGUARD INDEX FDS VALUE ETF 922908744 5376309 33012 SH SOLE 0 0 33012 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3712169 14238 SH SOLE 0 0 14238 VANGUARD INDEX FDS TOTAL STK MKT 922908769 500327 1925 SH SOLE 0 0 1925 VANGUARD INDEX FDS GROWTH ETF 922908736 7617379 22131 SH SOLE 0 0 22131 VANGUARD INDEX FDS LARGE CAP ETF 922908637 308051 1285 SH SOLE 0 0 1285 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 432916 901 SH SOLE 0 0 901 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10669616 255437 SH SOLE 0 0 255437 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 8398225 165973 SH SOLE 0 0 165973 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 5308552 26933 SH SOLE 0 0 26933 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 15922649 317374 SH SOLE 0 0 317374 VANGUARD WORLD FD INF TECH ETF 92204A702 1134733 2164 SH SOLE 0 0 2164 VICTORY PORTFOLIOS II CORE INTERMEDIAT 92647N527 29003687 625349 SH SOLE 0 0 625349 VICTORY PORTFOLIOS II VCSHS INTL VOLTY 92647N840 658810 15266 SH SOLE 0 0 15266 VISA INC COM CL A 92826C839 330605 1185 SH SOLE 0 0 1185